Who owns WHF (WHF)
Which tracked institutional funds hold WHF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WHF company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened WHF while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WHF’s largest tracked holder by dollar value, Lalia Capital, LLC, sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WHF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 49 tracked filers holding WHF, 24 increased or opened the position and 29 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WHF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 2
- TWO SIGMA ADVISERS, LP$1M
- JANE STREET GROUP, LLC$929K
Largest adds
- TWO SIGMA INVESTMENTS, LP$1M
- Lalia Capital, LLC$472K
- Trexquant Investment LP$391K
Largest trims
- BlackRock, Inc.$350K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Lalia Capital, LLC added | 689,105 | $5M | 16.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 435,572 | $3M | 10.1% | 2026-Q1 |
| CastleKnight Management LP | 292,456 | $2M | 6.8% | 2026-Q1 |
| Ethos Financial Group, LLC | 243,940 | $2M | 5.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | 185,004 | $1M | 4.3% | 2026-Q1 |
| Legal & General Group Plc added | 169,074 | $1M | 3.9% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 114,842 | $850K | 2.7% | 2026-Q1 |
| Blue Trust, Inc. | 95,601 | $707K | 2.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 72,946 | $540K | 1.7% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 72,811 | $518K | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 69,765 | $516K | 1.6% | 2026-Q1 |
| Trexquant Investment LP added | 67,486 | $499K | 1.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 63,291 | $468K | 1.5% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 60,824 | $450K | 1.4% | 2026-Q1 |
| Virtus Investment Advisers, LLC added | 60,566 | $448K | 1.4% | 2026-Q1 |
| BASSO CAPITAL MANAGEMENT, L.P. trimmed | 60,000 | $444K | 1.4% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 53,014 | $392K | 1.2% | 2026-Q1 |
| GABLES CAPITAL MANAGEMENT INC. trimmed | 50,974 | $377K | 1.2% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S | 48,487 | $359K | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 47,169 | $349K | 1.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 44,821 | $332K | 1.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 37,926 | $281K | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 34,996 | $259K | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 31,535 | $233K | 0.7% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 29,217 | $224K | 0.7% | 2026-Q1 |
| DIMENSION CAPITAL MANAGEMENT LLC | 28,337 | $210K | 0.7% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC new | 25,836 | $191K | 0.6% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 24,410 | $181K | 0.6% | 2026-Q1 |
| Vident Advisory, LLC new | 23,243 | $172K | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 22,426 | $166K | 0.5% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC new | 17,337 | $128K | 0.4% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 16,898 | $125K | 0.4% | 2026-Q1 |
| NewEdge Wealth, LLC added | 16,811 | $124K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 14,923 | $110K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 12,644 | $94K | 0.3% | 2026-Q1 |
| Powell Investment Advisors, LLC | 12,033 | $92K | 0.3% | 2026-Q1 |
| Northstar Advisory Group, LLC added | 11,397 | $84K | 0.3% | 2026-Q1 |
| NORDEN GROUP LLC | 11,000 | $81K | 0.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 9,900 | $73K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC | 3,728 | $28K | 0.1% | 2026-Q1 |
| Ancora Advisors LLC | 3,000 | $22K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 1,579 | $12K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 1,100 | $8K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 1,106 | $8K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 255 | $2K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 200 | $1K | 0.0% | 2026-Q1 |
| Hilton Head Capital Partners, LLC new | 65 | $481 | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 5 | $37 | 0.0% | 2026-Q1 |
| PMV Capital Advisers, LLC new | 4 | $26 | 0.0% | 2026-Q1 |
| TWO SIGMA ADVISERS, LP trimmed | 206,252 | $1M | 4.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 133,724 | $929K | 2.9% | 2025-Q4 stale |
| Squarepoint Ops LLC trimmed | 60,078 | $524K | 1.6% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 65,798 | $457K | 1.4% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 42,235 | $408K | 1.3% | 2025-Q1 stale |
| Tidal Investments LLC added | 54,455 | $377K | 1.2% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC trimmed | 35,800 | $345K | 1.1% | 2025-Q1 stale |
| Quadrature Capital Ltd added | 48,840 | $339K | 1.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 27,570 | $240K | 0.8% | 2025-Q2 stale |
| XTX Topco Ltd new | 29,785 | $207K | 0.6% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 23,952 | $166K | 0.5% | 2025-Q4 stale |
| Marex Group plc new | 21,500 | $149K | 0.5% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 19,922 | $138K | 0.4% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 15,058 | $137K | 0.4% | 2025-Q2 stale |
| GatePass Capital, LLC new | 19,100 | $133K | 0.4% | 2025-Q4 stale |
| BARD ASSOCIATES INC trimmed | 17,741 | $129K | 0.4% | 2025-Q3 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,492 | $128K | 0.4% | 2025-Q3 stale |
| Dynamic Technology Lab Private Ltd new | 17,955 | $125K | 0.4% | 2025-Q4 stale |
| NORTHERN TRUST CORP trimmed | 16,908 | $118K | 0.4% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC | 11,000 | $106K | 0.3% | 2025-Q1 stale |
| Mariner, LLC added | 13,659 | $95K | 0.3% | 2025-Q4 stale |
| HUB Investment Partners, LLC new | 10,810 | $75K | 0.2% | 2025-Q3 stale |
| Kestra Advisory Services, LLC new | 6,389 | $44K | 0.1% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,398 | $30K | 0.1% | 2025-Q2 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 3,480 | $24K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 1,489 | $14K | 0.0% | 2025-Q1 stale |
| FNY Investment Advisers, LLC trimmed | 1,800 | $12K | 0.0% | 2025-Q3 stale |
| Newbridge Financial Services Group, Inc. new | 1,100 | $10K | 0.0% | 2025-Q2 stale |
| Iron Horse Wealth Management, LLC | 1,054 | $9K | 0.0% | 2025-Q2 stale |
| GROUP ONE TRADING LLC added | 1,100 | $8K | 0.0% | 2025-Q4 stale |
| Key Capital Management, INC new | 555 | $4K | 0.0% | 2025-Q4 stale |
| First Horizon Advisors, Inc. new | 148 | $1K | 0.0% | 2025-Q2 stale |
| CWM, LLC added | 200 | $1K | 0.0% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC | 72 | $500 | 0.0% | 2025-Q4 stale |
| SOA Wealth Advisors, LLC. | 27 | $261 | 0.0% | 2025-Q1 stale |
| DELTA ASSET MANAGEMENT LLC/TN | 15 | $104 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.